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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metro Planning, Dba | Orlando | FL | 03/1998 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2012 | 03/2018 |
| Ohio National Financial Services | Cincinnati | OH | 11/2004 | 03/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 03/2018 | 05/2023 |
| Lifepro Asset Management, Llc | San Diego | CA | 05/2023 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| Tlg Advisors, Inc. | Summit | NJ | 12/2025 | Present |
1.) Lester Development Corp - 11/14/2025 - 101 Commonwealth Blvd E, Martinsville, VA 24112 - Board of Directors, Meet twice a year and communicate as needed, Not Invt Rel, Real Estate Development, 10 hrs/mo; 1 hr/mo (during trading hours). 2.) Independent Insurance Agent - 10/1/1998 - 4501 N Highway A1A, Hutchinson Island, FL 34949 - Agency Principal, Agent sale of Life, Annuity, Health, Not Invt Rel, Insurance sales, 20 hrs/mo; 10hrs/mo (during trading hours). 3. ) TLG Advisors, Inc. - 12/5/25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business 40 hrs/mo; 40 hrs/ mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
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